Monarch Blue Chips Core Index ETF
MBCC
MBCC
2 hedge funds and large institutions have $95.3M invested in Monarch Blue Chips Core Index ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
2
Holders Change
-2
Holders Change %
-50%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
–
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
$94.8M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
$0 |
| 2 |
Bank of America
Charlotte,
North Carolina
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $94.8M | +$12.5M | +382,834 | +15% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $477K | – | – | – |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| – | -$38.9K | -1,190 | Closed |
|
|
4
Bank of America
Charlotte,
North Carolina
| – | -$131 | -4 | Closed |
|